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Eli Lilly
LLY

Overview Fund Activity

3,435 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 1,407 increasing their positions, 1,279 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,435
Holders Change
+184
Holders Change %
+5.66%
% of All Funds
49.79%
Holding in Top 10
454
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+50.83%
% of All Funds
6.58%
New
345
Increased
1,407
Reduced
1,279
Closed
117
Calls
$7.83B
Puts
$7.46B
Net Calls
+$374M
Net Calls Change
+$932M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$962M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$882M
4
BlackRock
BlackRock
New York
+$706M
5
Bank of America
Bank of America
North Carolina
+$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.53B
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$2.89B
3
Capital World Investors
Capital World Investors
California
-$1.88B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
5
Primecap Management
Primecap Management
California
-$736M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
1726
Prio Wealth Limited Partnership
Massachusetts
$2.14M +$334K +429 +19%
AC
1727
Allstate Corporation
Illinois
$2.13M -$11.7K -15 -0.5%
HI
1728
Hendershot Investments
Virginia
$2.13M -$101K -130 -5%
RCM
1729
RB Capital Management
Nevada
$2.12M +$189K +243 +10%
FFA
1730
First Foundation Advisors
California
$2.12M -$36.6K -47 -2%
SCA
1731
Stonebridge Capital Advisors
Minnesota
$2.11M -$91.8K -118 -4%
CRWM
1732
Castle Rock Wealth Management
California
$2.1M +$273K +352 +15%
SAM
1733
SP Asset Management
California
$2.1M +$3.11K +4 +0.1%
MFG
1734
Monumental Financial Group
Maryland
$2.1M -$79.4K -102 -4%
AT
1735
Arlington Trust
Alabama
$2.1M -$65.3K -84 -3%
GAM
1736
Garrison Asset Management
Arkansas
$2.1M – – –
CIM
1737
Chapman Investment Management
California
$2.1M +$2.1M +2,695 New
MAM
1738
Mystic Asset Management
Rhode Island
$2.09M +$37.3K +48 +2%
BA
1739
Birinyi Associates
Connecticut
$2.08M +$814K +1,046 +64%
PCH
1740
PGIM Custom Harvest
New Jersey
$2.07M -$7K -9 -0.3%
SC
1741
Scholtz & Company
Connecticut
$2.07M -$2.85M -3,659 -58%
TW
1742
TritonPoint Wealth
Maryland
$2.07M +$76.7K +141 +4%
QWP
1743
Quotient Wealth Partners
Texas
$2.07M -$60.7K -78 -3%
TSS
1744
Thomas Story & Son
Indiana
$2.07M -$58.3K -75 -3%
BAM
1745
Bosun Asset Management
Illinois
$2.06M -$114K -146 -5%
BWA
1746
Burt Wealth Advisors
Maryland
$2.06M +$176K +226 +9%
BL
1747
BFSG LLC
California
$2.05M +$215K +276 +12%
TAM
1748
Taurus Asset Management
New York
$2.05M – – –
KF
1749
KKM Financial
Illinois
$2.05M +$2.05M +2,634 New
GWSG
1750
GPS Wealth Strategies Group
Colorado
$2.05M -$216K -277 -10%
68 69
70
71 72